Anic Equity¶
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Total return since start: 0.614 %¶
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Equity now: -----------------------------> 49308.95 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45247.41 Kr¶
PnL: ---------------------------------------> 191.41 Kr¶
DD now: ---------------------------------> -7.175 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 12:18:48.353738'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.020000 | 1667.340000 | 198.340000 | 13.500000 | 1468.999998 |
| Orrön Energy | 180 | -1.100000 | 2178.000000 | 135.000000 | 6.610000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 0.500000 | 1000.000000 | 65.000000 | 6.950000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -1.650000 | 1003.200000 | 42.200000 | 4.390000 | 960.999996 |
| Hoist Finance | 35 | 0.170000 | 1018.500000 | 38.500000 | 3.930000 | 980.000000 |
| Sagax B | 4 | -0.580000 | 892.000000 | 38.000000 | 4.450000 | 854.000000 |
| Sagax A | 4 | -0.450000 | 892.000000 | 38.000000 | 4.450000 | 854.000000 |
| Catena | 2 | -1.050000 | 830.000000 | 38.000000 | 4.800000 | 792.000000 |
| Hexatronic Group | 12 | 0.020000 | 1002.000000 | 35.000000 | 3.620000 | 966.999996 |
| JM | 6 | -0.730000 | 895.800000 | 31.800000 | 3.680000 | 864.000000 |
| Sedana Medical | 93 | -4.400000 | 2544.480000 | 23.480000 | 0.930000 | 2521.000011 |
| OX2 | 13 | 1.770000 | 971.750000 | 21.750000 | 2.290000 | 949.999999 |
| Bilia A | 8 | 0.610000 | 921.600000 | 21.600000 | 2.400000 | 900.000000 |
| Biotage | 7 | 0.220000 | 959.700000 | 18.700000 | 1.990000 | 940.999997 |
| HEXPOL B | 9 | 0.180000 | 1029.600000 | 8.600000 | 0.840000 | 1020.999996 |
| VEF | 909 | -2.760000 | 1856.180000 | 6.180000 | 0.330000 | 1850.000436 |
| Gränges | 9 | -1.050000 | 932.400000 | 4.400000 | 0.470000 | 927.999999 |
| BioGaia B | 8 | -1.850000 | 932.800000 | 2.800000 | 0.300000 | 930.000000 |
| Byggmax Group | 33 | -1.630000 | 957.660000 | 1.660000 | 0.170000 | 956.000001 |
| AcadeMedia | 8 | -1.280000 | 401.200000 | -0.800000 | -0.200000 | 402.000000 |
| Clas Ohlson B | 12 | -1.400000 | 970.200000 | -2.800000 | -0.290000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.810000 | 773.400000 | -5.600000 | -0.720000 | 779.000001 |
| EQT | 4 | -1.290000 | 825.600000 | -6.400000 | -0.770000 | 832.000000 |
| Creaspac SPAC | 39 | 0.000000 | 3697.200000 | -20.800000 | -0.560000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | -0.880000 | 945.000000 | -22.000000 | -2.280000 | 966.999999 |
| Alimak Group | 11 | -1.440000 | 905.300000 | -22.700000 | -2.450000 | 927.999996 |
| SKF B | 5 | -0.650000 | 912.250000 | -27.750000 | -2.950000 | 940.000000 |
| Addnode Group B | 11 | -1.040000 | 892.650000 | -28.350000 | -3.080000 | 921.000003 |
| Indutrade | 5 | -0.500000 | 1184.000000 | -34.000000 | -2.790000 | 1218.000000 |
| INVISIO | 16 | 0.880000 | 3648.000000 | -41.000000 | -1.110000 | 3689.000000 |
| Latour B | 4 | -0.830000 | 809.200000 | -47.800000 | -5.580000 | 857.000000 |
| Vitec Software Group B | 2 | -2.550000 | 1032.000000 | -55.000000 | -5.060000 | 1087.000000 |
| Bufab | 3 | -0.630000 | 1044.000000 | -65.000000 | -5.860000 | 1109.000001 |
| Hexagon B | 26 | -2.010000 | 3364.400000 | -96.600000 | -2.790000 | 3461.000010 |
| BHG Group | 97 | -1.690000 | 1358.000000 | -101.000000 | -6.920000 | 1458.999989 |
| TOTAL | 45247.410000 | 191.410000 | -7.17503% | 45056.000411 |
Updated:¶
'2023-07-05 12:19:05.460173'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
